Signage for the Salesforce West office building in San Francisco, California, U.S., on Tuesday, Feb. 23, 2021.Inflation is expected to increase throughout the summer as the economy continues to rebound while still experiencing supply constraints.
But that looks to be a temporary phenomenon that'll put demand-driven stocks with higher pricing power at an advantage, according to a Wednesday report by UBS. Stocks with strong pricing power, or the effect that a change in product pricing has on demand for that product, tend to outperform during high inflation periods. UBS screened several large cap companies – as they tend to beat small cap companies in inflationary periods – with the highest pricing power and margin momentum relative to their sector.
"A number of factors make the strong vs weak pricing power trade attractive now," the report said. "It's working across most sectors, it's relatively cheap, has better pricing trends and much lower margin expectations for Q2."
Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação:
Brasil Últimas Notícias, Brasil Manchetes
Similar News:Você também pode ler notícias semelhantes a esta que coletamos de outras fontes de notícias.
Hydrogen is the key to a low carbon economy, and these stocks will benefit, says UBSThe hydrogen economy is here. There a number of companies across sectors that will be affected, offering upside opportunity for investors.
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »
Hydrogen is the key to a low carbon economy, and these stocks will benefit, says UBSThe hydrogen economy is here. There a number of companies across sectors that will be affected, offering upside opportunity for investors.
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »
Tech buoys broader stock market early Tuesday but the Dow weighed by slump in GoldmanU.S. stock benchmarks early Tuesday were trading mixed to mostly higher, with investors in a waiting pattern ahead of another round of inflation data on...
Fonte: MarketWatch - 🏆 3. / 97 Consulte Mais informação »
Treasury yields flat in pre-market trading as investors await inflation reportThe dollar weakened slightly Tuesday as markets expect a higher inflation print. Adding 900k on Tesla now Tesla 🚀🚀🚀🚀 $AMC ON FIRE 🔥
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »
European stocks and U.S. equity futures in holding pattern, as investors wait for ECB and U.S. inflationInvestors are unwilling to budge ahead of Thursday's U.S. consumer-price inflation data. gamblers not investors
Fonte: MarketWatch - 🏆 3. / 97 Consulte Mais informação »
European stocks head for mixed open as global markets gear up for U.S. inflation dataEuropean stocks are expected to open in mixed territory on Wednesday as investors prepare for the next reading of U.S. inflation due tomorrow.
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »